AUMdb

Altair 401(k) Plan

Sponsored by Altair Global Services, Llc Dba Altair Global Relo · EIN 752255301 · Plan #001

Total assets
$39.0M
Net assets
$39.0M
Active participants
306
With balances
447

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $51,668
Lpl Financial Llc Investment advisory (plan) $44,980
Onedigital Investment Advisors Llc Investment advisory (plan) $15,686